Charles Schwab runs 17 funds available to UK investors on Funds Benchmark. The book is concentrated in Equity (11 funds), Bond (6 funds). Every fund below links to a live detail page with its latest price, factsheet-style performance over 1Y / 3Y / 5Y, fees and full holdings — all comparable side by side against benchmark and peers.
| # | Fund | 1Y | AUM | OCF |
|---|---|---|---|---|
| 1 |
Equity
US8085247554
|
+33.0% | — | — |
| 2 |
Equity
US8085247711
|
+24.6% | — | — |
| 3 |
Equity
US8085246721
|
+22.7% | — | — |
| 4 |
Equity
US8085244098
|
+20.0% | — | — |
| 5 |
Equity
US8085245087
|
+19.5% | — | — |
| 6 |
Equity
US8085247307
|
+19.0% | — | — |
| 7 |
Equity
US8085247489
|
+18.6% | — | — |
| 8 |
Equity
US8085247224
|
+18.1% | — | — |
| 9 |
Equity
US8085242019
|
+17.4% | — | — |
| 10 |
Equity
US8085247638
|
+17.0% | — | — |
| 11 |
Equity
US8085248883
|
+11.3% | — | — |
| 12 |
Bond
US8085246317
|
+2.8% | — | — |
| 13 |
Bond
US8085248396
|
-0.5% | — | — |
| 14 |
Bond
US8085248545
|
-0.9% | — | — |
| 15 |
Bond
US8085246986
|
-1.0% | — | — |
| 16 |
Bond
US8085246499
|
-2.3% | — | — |
| 17 |
Bond
US8085246150
|
— | — | — |
Charles Schwab has 17 funds covered by Funds Benchmark across Equity, Bond.
See every Charles Schwab fund in one place, then pick up to 5 to compare on performance, holdings and fees.
Every Charles Schwab fund's detail page on Funds Benchmark shows its latest price (NAV), cumulative and discrete performance, ongoing charge, fund size and full holdings — the same data a factsheet carries, kept current from FE fundinfo and shown side by side against benchmark and peers.
We list 17 Charles Schwab funds available to UK investors. Not every share class is offered by every platform — check your broker's fund list before placing an order. Use the search above each fund to see its full ISIN and pricing details.
Charles Schwab's largest exposure is in Equity alongside 1 other asset class . The full breakdown by count is shown above. You can also filter the firm's funds by asset class using the buttons on the Fund Finder.
Open any Charles Schwab fund's detail page to see its quartile rank against peers in the same IA sector, cumulative and discrete performance over 1Y / 3Y / 5Y, risk metrics (volatility, Sharpe, max drawdown), and full holdings breakdown. Performance data is from FE fundinfo and refreshed monthly.
OCF data isn't currently available across the full Charles Schwab range. Individual share classes vary — institutional and clean retail classes are typically cheaper than legacy retail classes with embedded platform fees. Each fund's detail page shows the OCF for that specific share class.
The table above lists every Charles Schwab fund we cover, sortable by AUM, 1Y / 3Y / 5Y return, and ongoing charge. The Fund Finder offers more granular filtering across multiple managers at once.
